IVE — ISHARES TR

Ownership history in Astoria Strategic Wealth, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Astoria Strategic Wealth, Inc. reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.68% (2019 Q4)
Avg. % of fund
3.03%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,315 +1,153 +1.6% 3.97% $15.8M $212.07
2025 Q3 ADDED 73,162 +4,408 +6.4% 3.82% $15.1M $205.55
2025 Q2 ADDED 68,754 +864 +1.3% 3.63% $13.4M $193.68
2025 Q1 ADDED 67,890 +2,316 +3.5% 3.80% $12.9M $188.09
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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